Adviser-Hub articles

cp_mkkirstiesa Partner Zone

EMD Insights with Kirstie Spence

Capital Group CEO Mike Gitlin interviews EMD veteran Kirstie Spence, who explains how this asset class has evolved, and why she travels the world searching for investment opportunities.

Capital Group 25th Jun 2024

cp_threethemea Partner Zone

Three themes for a broadening market

After a strong rally in the first half of the year, stocks appear to be headed into the second half with a powerful tailwind and an even brighter outlook.

Capital Group 25th Jun 2024

Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

bg_scotmanga Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 24th Jun 2024

Analysis & Opinion

The Week: The manifestos are out

The major political parties made their pledges to the nation this week, but did they contain anything radical?

Adviser-Hub 20th Jun 2024

usfiscal20624a Analysis & Opinion

US fiscal consolidation? Not in 2025

Ninety One’s Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role and, as investors navigate a new policymaking world, he considers what they shoul...

Ninety One 20th Jun 2024

filbond20624a Analysis & Opinion

Understanding equity and bond correlations

Fidelity Multi Asset Portfolio Manager Chris Forgan discusses why some shared macroeconomic drivers don’t always influence equities and bonds in the same way, and how the relationship between...

Fidelity International 20th Jun 2024

bnyfireside20624a Analysis & Opinion

Fireside Chat: the benefits of active management in retirement

For those planning their retirement, BNY Investments’ Richard Parkin outlines the potential benefits of deploying active management into investment strategies.

BNY Mellon Investment Management 20th Jun 2024

fil_eudefo3a Analysis & Opinion

EU deforestation rules show biodiversity intent

Major new EU regulations on deforestation are being introduced later in 2024 that will force companies to trace their input materials. Fidelity explains why they believe these rules are a firm step...

Fidelity International 20th Jun 2024

abrdn_clibond4a Analysis & Opinion

Celebrating three years of abrdn’s Climate Transition Bond Strategy

Read this interview with managers Samuel Grantham and Thomas Leys.

Aberdeen Investments 20th Jun 2024

abrdn_climate5a Analysis & Opinion

Investing in the climate transition: bonds versus equities

abrdn explains why the influence bond investors wield shouldn’t be underestimated.

Aberdeen Investments 20th Jun 2024

abrdn_transition6a Analysis & Opinion

Transition trilemma: a reckoning for decarbonisation?

How can infrastructure help with the energy transition? abrdn explains.

Aberdeen Investments 20th Jun 2024

nione_usfiscla Partner Zone

US fiscal consolidation? Not in 2025

Multi-Asset team analyst Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a new policymaking world, he considers what they sho...

Ninety One 19th Jun 2024

nineo_impgrwa Partner Zone

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 19th Jun 2024

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